Lawrence George
Lawrence George is a registered investment advisor at Dividend Growth Strategies, INC., based in Western Springs, IL, with 23 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 27 clients with $80M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
In special circumstances, fees may be negotiable.
Fee Estimator
Location
Western Springs, IL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Dividend Growth Strategies, INC.
Previous Registrations
Dividend Growth Strategies, INC.
Fisher Investments
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.